TemplatesAgencies & consulting
Agencies & consulting
templates
Client reporting, utilization, scope and invoicing. Built and tested by our team: add one, connect its apps, and change anything you like.
11 workflowsClient reporting, utilization, scope and invoicing.
Chase overdue QuickBooks invoicesEmails customers a polite reminder with the invoice attached at 3, 14 and 30 days overdue, and sends you a morning summary of what's owed.
QuickBooks Online
GmailWeekdaysView workflow Verify the vendor behind a bank or card lineThe engine behind the bank-line checks: finds who a feed line was paid to, what they do and what it was likely for, or says it could not.
Serper
Exa
OpenAIManualView workflow Find out who a bank charge was paid toPaste a cryptic bank or card line and get back who was paid, what they do, what it was likely for and where to post it, with sources.ManualView workflow Identify who was paid on every bank feed lineResearches each new line on a client's bank feed sheet and writes who was paid, what they do and where to post it, with sources.
Google SheetsManualView workflow Score client health from your email logScores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.Google Sheets
AnthropicWeeklyView workflow Log new property search results from one site each weekRuns your property search on Google for one site each week and logs every result page you have not seen, with its title and any price.Google SheetsSerperAnthropicWeeklyView workflow Research a topic question by questionTurns a topic into the questions worth asking, searches each one, and files the findings in Notion with the source behind every line.Anthropic
Jina AI
NotionManualView workflow Work out the questions worth asking, then answer themName a subject and it decides which questions are worth asking, then answers each one from a page it actually read.Google SheetsAnthropicSerper+1 more: Jina AIWeeklyView workflow Build yesterday's timesheet from what you actually didRebuilds yesterday from your calendar, sent mail and commits, and appends one evidence row to your timesheet.Google Sheets
Google CalendarGmail+1 more: AnthropicDailyView workflow Research a question into a sourced briefSearches the web for your question, reads the top results, and writes a Google Doc brief citing every source it used.
TavilyOpenAI
Google DocsManualView workflow Welcome new clients from their intake formWrites a personalised welcome email from each new client intake row, asks you to approve it, then sends it or drafts it.Google SheetsAnthropicGmailHourlyView workflow
QuickBooks OnlineGmailWeekdaysView workflow Verify the vendor behind a bank or card lineThe engine behind the bank-line checks: finds who a feed line was paid to, what they do and what it was likely for, or says it could not.SerperExaOpenAIManualView workflow Find out who a bank charge was paid toPaste a cryptic bank or card line and get back who was paid, what they do, what it was likely for and where to post it, with sources.ManualView workflow Identify who was paid on every bank feed lineResearches each new line on a client's bank feed sheet and writes who was paid, what they do and where to post it, with sources.Google SheetsManualView workflow Score client health from your email logScores how satisfied each client sounds in the emails you log every week and keeps a client health dashboard tab up to date.Google SheetsAnthropicWeeklyView workflow Log new property search results from one site each weekRuns your property search on Google for one site each week and logs every result page you have not seen, with its title and any price.Google SheetsSerperAnthropicWeeklyView workflow Research a topic question by questionTurns a topic into the questions worth asking, searches each one, and files the findings in Notion with the source behind every line.AnthropicJina AINotionManualView workflow Work out the questions worth asking, then answer themName a subject and it decides which questions are worth asking, then answers each one from a page it actually read.Google SheetsAnthropicSerper+1 more: Jina AIWeeklyView workflow Build yesterday's timesheet from what you actually didRebuilds yesterday from your calendar, sent mail and commits, and appends one evidence row to your timesheet.Google SheetsGoogle CalendarGmail+1 more: AnthropicDailyView workflow Research a question into a sourced briefSearches the web for your question, reads the top results, and writes a Google Doc brief citing every source it used.TavilyOpenAIGoogle DocsManualView workflow Welcome new clients from their intake formWrites a personalised welcome email from each new client intake row, asks you to approve it, then sends it or drafts it.Google SheetsAnthropicGmailHourlyView workflow Start from a workflow that already works.
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